Jacques Financial
Jacques Financial is a family-owned, multi-affiliate financial services firm in Rockville, MD, providing integrated tax preparation, financial planning, investment management, and insurance services to individuals and families in the U.S. and internationally.
- Company typePrivate
- Founded1984
- HeadquartersRockville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Jacques Financial does
Jacques Financial is a privately held, family-owned financial services firm headquartered in Rockville, Maryland, that delivers an integrated suite of personal financial services to individuals and families across the United States and internationally. The firm operates through four affiliated entities — Jacques Financial, LLC (a FINRA/SIPC member broker-dealer), Jacques Advisors, LLC (investment advisory), Jacques Wealth, LLC (insurance), and Jacques & Associates CPAs, LLC (tax preparation) — providing tax preparation and compliance, comprehensive financial planning, actively managed investment accounts and insurance products under a single relationship-led model. Three generations of the Jacques family (Joseph, William, Jeremy) hold CPA, CFP, JD, and securities licenses and lead a 19-person team that includes at least eight CPAs across dedicated tax and investment teams.
The firm's service delivery combines in-person and phone consultations with three online client portals: SafeSend Tax HUB for tax document exchange, The Vault (emaplan.com) for wealth management account access, and Investor Client Reports (mainaccount.com) for account statements. Its go-to-market is sales-led and direct-to-consumer, relying on referrals, educational content (blog posts, Vimeo videos, downloadable whitepapers), and organic social presence on Facebook and LinkedIn rather than paid acquisition or third-party distribution. Customer segments are horizontal, focused on mass-affluent and high-net-worth individuals seeking tax compliance, retirement, estate, and college-savings planning, with specific expertise in multi-state and international tax situations.
Jacques Financial generates revenue through professional-services fees for tax preparation, subscription/recurring fees for financial planning and investment advisory engagements, and commissions/fees for insurance and securities products transacted through its affiliated entities. Pricing is quote-based and not publicly disclosed. The firm has received sustained third-party recognition including Forbes Best-In-State Wealth Advisors (2022-2026), Forbes Top 250 (2019-2025), Forbes Top Next-Gen Wealth Advisors (2019-2025), and Barron's Top 100/1200 Independent Advisors rankings spanning 2007-2025. There is no public funding, M&A activity, or institutional ownership disclosed.
Jacques Financial firmographics
Firmographics- Name
- Jacques Financial
- Legal name
- Jacques Financial, LLC
- Website
- https://jacquesfinancial.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Jacques Financial is a family-owned, multi-affiliate financial services firm in Rockville, MD, providing integrated tax preparation, financial planning, investment management, and insurance services to individuals and families in the U.S. and internationally.
- Ownership category
- akta.pro rank
Jacques Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Jacques Financial is headquartered
LocationHeadquarters
- HQ city
- Rockville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jacques Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Tax Preparation Services: Tax return preparation for individuals, with fees varying based on complexity. Firm has more than three decades of experience preparing individual income tax returns and advocating for clients.
- Financial Planning and Investment Management: Comprehensive financial planning services including actively managed investment accounts, mutual funds, tax-deferred annuities, 529 college savings plans, tax-free bonds, and risk management products such as life and long-term care insurance. Securities offered through Jacques Financial, LLC (member FINRA/SIPC).
- Advisory Services: Advisory services offered through Jacques Advisors, LLC, an affiliate of JFLLC
- Insurance Services: Insurance services offered through Jacques Wealth, LLC, an affiliate of JFLLC
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Tax preparation and financial planning services - quote-based pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Jacques Financial product offering
Product offeringCore offering
Jacques Financial is a family-owned financial advisory firm offering integrated tax preparation, financial planning, investment management, and insurance services to individuals and families. Operating through affiliated entities (Jacques Financial, LLC for securities, Jacques Advisors, LLC for investment advisory, Jacques Wealth, LLC for insurance, and Jacques & Associates CPAs, LLC for tax), the firm delivers personalized, relationship-based financial services both locally and remotely across the U.S. and internationally.
Product overview
Jacques Financial is a family-owned financial advisory firm offering integrated financial services through multiple affiliated entities: Jacques Financial, LLC (member FINRA/SIPC) for securities, Jacques Advisors, LLC for investment advisory, Jacques Wealth, LLC for insurance, and Jacques & Associates CPAs, LLC for tax services. The firm provides a comprehensive suite of services including Tax Preparation, Financial Planning, Investment Management (actively managed accounts, mutual funds, annuities, 529 plans, bonds), and Insurance Services (life and long-term care). Client access is facilitated through three online portals: SafeSend Tax HUB for tax documents, The Vault for wealth management, and Investor Client Reports for account statements.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation
Quantifiable outcome
- 40+ years of tax preparation experience advocating for individuals and families
Companies that use Jacques Financial
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Jacques Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Jacques Financial partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Jacques Financial competitors and assessment
Company assessmentDirect peers
- Carson Wealth: Independent wealth management firm serving individuals and families with financial planning, investment management, and tax-adjacent services. Comparable independent, advisor-led model with national footprint.
- Mercer Advisors: Independent national RIA providing wealth management, tax, and estate planning to individuals and families, including HNW segments. Closely comparable integrated service stack and HNW focus.
- Edelman Financial Engines: Independent RIA combining financial planning, investment management, and tax-oriented services for individuals. Comparable integrated service stack and HNW focus; much larger and nationally branded.
- Mariner Wealth Advisors: Independent, RIA-centric wealth manager offering comprehensive planning, investment management, tax, and estate services to HNW individuals and families. Directly comparable integrated offering and family-office-style depth.
- Buckingham Strategic Wealth: Independent RIA focused on evidence-based financial planning and investment management for individuals and families. Comparable independent advisory model, though without the in-house CPA tax practice.
- Creative Planning: Large independent RIA offering integrated wealth management, tax, and estate planning to individuals and families nationally. Most comparable as a top-ranked, multi-disciplinary independent firm serving HNW individuals, though significantly larger in scale.
Broad incumbents
- Fisher Investments: Large independent money manager primarily serving HNW individuals with portfolio management and financial planning. Comparable individual HNW clientele, but a much larger, asset-management-led firm.
- Hightower Advisors: National RIA platform aggregating independent advisory firms; offers wealth management, investment, and planning services. Comparable end-client offerings, but operates as a multi-firm consolidator rather than a single family-owned practice.
- Corient: National wealth manager offering integrated investment management, tax, and estate planning to UHNW and HNW individuals and families. Comparable integrated offering but at significantly larger scale.
Emerging players
- RFG Advisory: Hybrid RIA platform supporting independent financial advisors with technology, compliance, and investment infrastructure. Comparable in supporting independent advisors serving individuals, though structured as an OSJ/RIA platform rather than a single family firm.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Jacques Financial social profiles
Digital presenceJacques Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jacques Financial leadership team
Management profileNumber of profiles
Profiles3 records
Jacques Financial subsidiaries and ownership
Company hierarchySubsidiaries4 records
Jacques Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jacques Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jacques Financial
What does Jacques Financial do?
Jacques Financial is a family-owned financial advisory firm offering integrated tax preparation, financial planning, investment management, and insurance services to individuals and families. Operating through affiliated entities (Jacques Financial, LLC for securities, Jacques Advisors, LLC for investment advisory, Jacques Wealth, LLC for insurance, and Jacques & Associates CPAs, LLC for tax), the firm delivers personalized, relationship-based financial services both locally and remotely across the U.S. and internationally.
Is Jacques Financial a public or private company?
Jacques Financial is a private company. It is classified as family owned and is currently operating.
When was Jacques Financial founded?
Jacques Financial was founded in 1984. It employs 11 to 50 people.
Where is Jacques Financial based?
Jacques Financial is headquartered in Rockville, United States, in the North America region.
How does Jacques Financial make money?
Four revenue lines are on record. Tax Preparation Services are the primary driver. The others are financial Planning and Investment Management, advisory Services and insurance Services.
Who are Jacques Financial's main competitors?
Direct peers on record are Carson Wealth, Mercer Advisors, Edelman Financial Engines, Mariner Wealth Advisors, Buckingham Strategic Wealth and Creative Planning. Broad incumbents are Fisher Investments, Hightower Advisors and Corient. RFG Advisory is listed as an emerging player.
Does Jacques Financial have an API?
No public API is recorded for Jacques Financial.
What industry is Jacques Financial in?
Jacques Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.